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Want this course at another location or on a different date? Let us know your course needs.On-site Pricing
Course fee and EPTO/APTO units differ for on-site training.SAS Financial Management: Foundations Training
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Duration: 3.0 days Course fee: $1,725 EPTO units: 3.3 CEUs: 1.8 | ||
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This course introduces you to reporting, planning, and budgeting using the three interfaces in SAS Financial Management software.
Learn how to
- automate core financial processes, including inter-company eliminations, rule-based journal entries, and foreign currency translations
- create financial reports that adhere to corporate and government standards
- analyze financial results using real-time information and on-demand consolidation
- manage the planning cycle including the creation, tracking, and deployment of budgets and forecasts.
Who should attend
Financial analysts and system administrators
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Prerequisites
Before attending this course, you should understand the following:
- the basics of Microsoft Windows and Windows-based software
- financial reporting and analysis
- accounting principles
Course Contents
SAS Financial Management Overview
- SAS Financial Management: an overview
- SAS Data Flow Architecture
- FASHBI case study
- getting started in SAS Financial Management Studio
- understanding dimensions and dimension types
- working with dimension hierarchies and members
- performing Dimension workspace tasks
- understanding cycles
- performing Cycle workspace tasks
- working with exchange rates
- working with rates
- introduction to the Models workspace
- building models
- model tasks
- reporting using the SAS Financial Management Add-In
- creating and sharing reports
- enhancing reports and using advanced features
- formatting tables
- overview of cell data access (CDA) reports
- building a CDA report
- using CDA functions
- understanding account behaviors
- cumulative translation adjustment (CTA) and retained earnings
- creating form sets in the Forms workspace
- creating a form template in Excel
- entering and reviewing data as part of a bottom-up workflow
- entering data as part of a top-down workflow
- overview of formula types
- optimizing performance
- building formulas
- working in the SAS Information Delivery Portal
- groups and roles
- SAS Management Console
- setting security in SAS Financial Management Studio
Software
This course addresses SAS Financial Management.
Course Materials
Students receive a hardcopy of the course notes and, in some courses, can choose to take home a copy of the course data.
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